Wealth Management Internship/Trainee Program (Fresh Grads welcome)

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 167,000 - 279,000; Full time

Benefits offered by this job

Monthly allowance

Attractive commission package

Year-end bonus

Comprehensive training

Job summary

AIA Hong Kong and Macau invites energetic graduates to join a wealth management trainee program in Hong Kong. You will build networks, learn to assess client needs across wealth, retirement, estate and risk planning, and gain practical knowledge of investment planning and portfolio management.

With comprehensive training, you will develop strong presentation and advisory skills while pursuing relevant professional licenses.

Qualifications

• Candidates should be open to learning about wealth management and financial planning.
• Strong communication and interpersonal skills are required.
• Eligible for licensing examinations with subsidy upon passing.
• Interest in insurance and wealth management is essential.

Responsibilities

• Build professional networks and develop long‑term client relationships.
• Understand client needs and exposure to wealth, retirement, estate and risk planning.
• Develop knowledge of investment planning and portfolio management.
• Strengthen presentation and client advisory skills, including taxation planning.
• Receive structured training and learn from experienced financial professionals for a long‑term career.

Skills

Client networking

Relationship building

Communication skills

Team player

Self-motivated

Bilingual English/Chinese

Education

University degree

Job description

AIA stands as the largest independent publicly traded life insurance entity in Asia, operating across 18 markets in the Asia-Pacific region. It holds the title of the world's largest life insurance provider, with wholly‑owned primary operating subsidiaries or branches in 18 Asia‑Pacific markets, supported by a vast network of 250,000 agents and more than 20,000 employees. The company boasts total assets amounting to US$216 billion and is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code “1299,” with Level 1 ADRs available for trading on the over‑the‑counter market (ticker symbol: “AAGIY”). As of December 31, 2024, AIA ranks among the largest constituents of The Hang Seng Indexes.

What You'll Learn & Do:

1.Client Networking & Relationship Building

Build professional networks and develop long‑term client relationships.

Understand client needs and gain exposure to wealth, retirement, estate and risk planning.

Develop practical knowledge of investment planning and portfolio management.

4. Professional Advisory & Communication

Strengthen presentation, interpersonal and client advisory skills, including taxation‑related planning.

Receive structured training and learn from experienced financial professionals to build a long‑term career in wealth management.

Requirements:

• Education: University degree holder or above in any discipline.
• Eligibility: Open to Hong Kong ID holders, Dependant Visa holders, fresh graduates, IANG and TTPS visa holders.
• Language: Proficient in English and Chinese; Mandarin is an advantage.
• Interest: Strong interest in wealth management, financial planning and the insurance industry.
• Personal Qualities: Self‑motivated, determined, willing to learn and able to work well in a team.
• People Skills: Strong communication, interpersonal and relationship‑building skills.
• Licensing: Willing to obtain the relevant professional licence(s) where applicable.
• Arrange for the relevant pre‑employment license examinations, with a fee subsidy upon successful passing
• Monthly allowance, attractive commission package, year‑end bonus and comprehensive bonus
• Five‑day work with flexible working hours
• Overseas convention and travel incentives
• Professional pre‑job and on‑job training
• Apply for an IANG visa (If needed) for applicants before contracting

Our Team:

We arePositive District and have many distinguished accolades unparalleled by other teams.

What makes us unique is that we have trained individuals with no prior financial background or networks and become MDRT (Million Dollar Round Table) members - many of which, before age25!

In our profession: Networking, dealing with High Net Worth Clients, and professionals are vital to the success of this business, with confidence we can assist you to master this skill, or at the very least you can learn all the secrets of doing so.

This is a great opportunity for those seeking for best in class knowledge of the financial and insurance industry. Successful candidates will have the opportunity to work with top financial professionals and managers with over 20+ years of experience. Hone your presentation and communication skills, vital in business development.